Supervisory workstation
One place. One priority model. One supervision journey. For the people who sign off on $18 trillion.
- Client
- Global asset manager (anonymised)
- Role
- Lead product designer · 0→1
- Timeline
- 2024 → ongoing
- People
- 3,000 supervisors · a $18T book
Imagine it's 9:02 on a Monday. You supervise forty financial advisors. Somewhere across five systems, one options trade looks a lot like insider trading. A spreadsheet says it's fine. An email says it isn't. If the regulator asks what you knew, and when, your signature is the answer.
Five systems. One signature.
Trade surveillance, blotters, licensing, branch audits and the org chart all lived in different tools. Supervisors spent hours chasing spreadsheets and mismatched timestamps, instead of doing the review the law actually asks of them.
Aegis doesn't replace the five systems. It sits above them.
A decision layer that unifies alerts, people, risk and evidence into one auditable workspace, with governed links back to every source.
Go on, sign it all off at once.
Monday mornings tempt shortcuts. Pick a few items and hit sign. Clean, matching items close in one go. Anything critical, or a mix of types, gets stopped: the rule says those need a human look, one by one.
No black box. Ever.
The old tools handed supervisors a number and a shrug. In Aegis, a score is a sum you can audit: tap it and every point unfolds into the trade, rule or missing record that caused it.
Walk an alert to closed.
Every alert moves through the same nine governed stages, so nothing jumps the queue and nothing disappears. You can't close it without saying why, in writing, under your name.
AI drafts the briefing. A human signs the decision.
The impact
fewer navigation steps
less manual alert effort
faster document retrieval
source systems, one workspace
